Zacks Investment Management’s Lindblad Expeditions LIND Stock Holding History

Zacks Investment Management’s Portfolio LIND Stock Details LIND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-78,839	Closed	-$609K	–	537
2020 Q2	$609K	Sell	78,839 -60,228	-43%	-$416K	0.01%	371
2020 Q1	$580K	Sell	139,067 -10,622	-7%	-$136K	0.01%	371
2019 Q4	$2.45M	Sell	149,689 -9,250	-6%	-$148K	0.05%	233
2019 Q3	$2.66M	Buy	158,939 +6,212	+4%	+$113K	0.05%	211
2019 Q2	$2.74M	Buy	152,727 +30,834	+25%	+$506K	0.06%	209
2019 Q1	$1.86M	Buy	121,893 +6,263	+5%	+$85.2K	0.04%	268
2018 Q4	$1.56M	Sell	115,630 -7,725	-6%	-$103K	0.04%	269
2018 Q3	$1.83M	Buy	123,355 +4,480	+4%	+$63.5K	0.04%	291
2018 Q2	$1.57M	Buy	+118,875	New	+$1.41M	0.03%	331

Other funds holding LIND

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DFAM

Deep Field Asset Management Beverly Hills, California $57.7M AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LCM

Lionstone Capital Management New York $435M AUM 12.54% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Zacks Investment Management's LIND Position: Q3 2020 in Review

Zacks Investment Management sold out of Lindblad Expeditions (LIND) in Q3 2020, closing a stake of 78,839 shares — an estimated $609K sold.

Zacks Investment Management first reported a position in LIND in Q2 2018 and held it in 9 quarters. The position peaked at $2.74M in Q2 2019. 108 funds tracked by Wall St. Rank hold LIND as of Q3 2020.

Zacks Investment Management reported no remaining Lindblad Expeditions position as of Q3 2020 after selling out during the quarter.
Zacks Investment Management sold 78,839 Lindblad Expeditions shares in Q3 2020, an estimated $609K.
Zacks Investment Management first reported a position in Lindblad Expeditions in Q2 2018 and held it in 9 quarters.
Zacks Investment Management's Lindblad Expeditions position peaked at $2.74M in Q2 2019.
108 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q3 2020.

Based on Zacks Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.